See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,005 | $110,502-43.9% | $80,716-23.2% | $167,490-63.0% |
| Participation rate | 55.6% | 64.0%-8.4pp | 54.2%+1.4pp | 82.1%-26.5pp |
| Annual return | 8.68% | 120.54%-111.9pp | 87.28%-78.6pp | 478.56%-469.9pp |
| Employer contribution / active EE | $552 | $1,543-64.2% | $1,160-52.4% | $4,837-88.6% |
| Participant deferral / active EE | $5,056 | $2,871+76.1% | $2,146+135.6% | $6,341-20.3% |
| Admin fee / account holder | $131 | $4,545-97.1% | $3,380-96.1% | $12,309-98.9% |